Mathew Beale

Mathew Beale is our exclusively recommended Financial Services expert in Jersey on the Advisory Excellence website. If you need assistance in this area, please contact Mathew directly using the contact details listed above.

Mathew is a Fellow of the Chartered Institute for Securities & Investment.

Having started his career working within the asset management industry for ten years, Mathew has since focused on financial services regulation.

Between 1995 and 2002, he worked for the body that is now known as the Jersey Financial Services Commission, where he was responsible for the day-to-day conduct of business of regulated entities and where he reached the position of Senior Compliance Manager.

Since 2002, he has worked within private practice in all aspects of regulatory compliance, including:

  • Attending at various financial services businesses with a view to assisting them in their internal audit processes
  • Developing rectification programmes for entities which had come under regulatory review
  • Undertaking a number of reporting professional projects for the Jersey Financial Services Commission
  • Being involved in the preparation of the anti-money laundering guidance notes in Mauritius
  • Writing and delivering numerous training courses relating to the field of compliance for private and public bodies.

From 2002 until May 2005, Mathew was a senior lecturer on the International Compliance Association’s (ICA) Introductory Certificate in Compliance, the International (and UK) Diploma in Compliance and the UK Diploma in Anti-Money Laundering.

He is a co-author of the materials used by the ICA in their UK and International Diplomas in Compliance.

Roger W. Ferguson Jr.

Roger W. Ferguson, Jr., is President and Chief Executive Officer of TIAA, the leading provider of retirement services in the academic, research, medical, and cultural fields and a Fortune 100 financial services organisation.

Mr. Ferguson is the former Vice Chairman of the Board of Governors of the U.S. Federal Reserve System. He represented the Federal Reserve on several international policy groups and served on key Federal Reserve System committees, including Payment System Oversight, Reserve Bank Operations, and Supervision and Regulation. As the only Governor in Washington, D.C. on 9/11, he led the Fed’s initial response to the terrorist attacks, taking actions that kept the U.S. financial system functioning while reassuring the global financial community that the U.S. economy would not be paralysed.

Prior to joining TIAA in April 2008, Mr. Ferguson was head of financial services for Swiss Re, Chairman of Swiss Re America Holding Corporation, and a member of the company’s executive committee. From 1984 to 1997, he was an Associate and Partner at McKinsey & Company. He began his career as an attorney at the New York City office of Davis Polk & Wardwell.

Mr. Ferguson is a member of the Smithsonian Institution’s Board of Regents and serves on the New York State Insurance Advisory Board. He is a fellow of the American Academy of Arts & Sciences and co-chairs its Commission on the Future of Undergraduate Education. He serves on the boards of Alphabet, Inc.; General Mills, Inc.; and International Flavors & Fragrances, Inc.

Theo Mason

Theo Mason is a Partner at PwC, Swaziland.

PwC – with you wherever in Africa you do business

We know that value goes beyond a single engagement or a single result. Value is defined by a relationship — one that is born of an intelligent, engaged, collaborative process. With our African network, our people and experience, we’re ready to help you achieve that value wherever you do business

In Africa we’re the largest provider of professional services with close to 400 partners and over 9000 people in 34 countries. This means that we’re able to provide our clients with seamless and consistent service, wherever they’re located on the continent.

Our in-depth knowledge and understanding of African operating environments enables us to put ourselves in our clients’ shoes to offer tailored Tax, Assurance and Advisory solutions for every business challenge. Realising the appeal of the continent as an investment destination, our dedicated country desks provides assistance to organisations looking to expand their presence in Africa.

Alan Smith

Alan Smith is our exclusively recommended Financial Services expert in England on the Advisory Excellence website. If you need assistance in this area, please contact Alan directly using the contact details listed above.

Alan started Capital in 2004 with a clear vision to do things differently. Alan wanted to challenge conventional thinking in financial services that seemed to be all about selling expensive and baffling financial products to the public to generate large commissions – but which never seemed to solve the real life issues faced by clients.

So Alan wanted to build a boutique business with a client-focused culture that took time to get to know their clients, listened to them, understood them and built a lifetime relationship as a true ‘trusted adviser’.

Firm Overview:

Capital is a financial planning firm unlike any other. We like it that way.

We are truly a boutique business and provide a unique service focused on resolving the financial challenges faced by busy entrepreneurs and professionals in the media, tech and creative sectors. Let us do your heavy lifting so that you can get on with doing what you love to do.

Our purpose is to make a positive difference, one family at a time. This is what inspires us, what gets us out of bed in the morning and provides the focus that energises and drives our people and our business. It is the soul of our business and it shapes our culture.

We operate in the world of facts, truth, evidence, and science – not superstition when it comes to caring for your wealth. That’s why we have crafted an award-winning planning and advice service. One that will provide you with the clarity and understanding you desire and that gives you the reassurance that all your important financial issues are being fully taken care of by a team you trust. We offer three service levels at three flat fees, it’s as simple as that. No hidden costs, no confusing percentages to calculate and no commissions to muddy the waters.

Almost the entire team have left huge impersonal organisations in order to join Capital and do what they love, which is to personally help people like you. Our staff turnover is almost non-existent, so you can count on your financial adviser to be there with you every step of the way.

Adrien Degbey

Delta Grant Thornton is a Gabonese firm owned and managed by partners who wisely use their international experience and exposure to suit the needs and adapt to the norms of the local market. Our sound knowledge of the Gabonese economy allows us to serve all the firms currently operating in the market or even those who wish to start their operations in the country.

Being part of the Grant Thornton network allows us to rely on a strong international brand and hence, accompany our clients in their growth in any country and assuring the same level of service.

Delta Grant Thornton, An Instinct for Growth… In Gabon.

Qualifications:

– Certified Public Accountant (Fr)
– NEOMA Business School, accredited by AACSB, AMBA and Equis

Firm Overview:

We provide our clients with a vast array of services in Independent Assurance, Organisational and Financial Consultancy, Management Consultancy and Outsourcing and Business Advisory services to enable them to unlock their potential for growth and also to help them cope with the changes occurring in the environment in which they operate.

Our firm is well-known in the local market for providing quality services. In order to deliver excellent results, our firm deploys the best resources available; including both technical and human capital, with a view to helping our clients reach their ambition while maintaining proximity to our clients and tailoring our solutions to their needs.

“We offer our clients a wide range of services in order to help them deliver their operations in Gabon. We strive to achieve the highest level of quality, through a personalised approach, by delivering services in accordance with internationally recognised standards.”

We Are Grant Thornton Gabon:

Established in 1984, we are one of the leading accounting, auditing, tax and advisory firms in Gabon. Three partners, who are all French Certified Public Accountants, lead the firm. We combine international experience, local business and technical solutions to provide a tailored product to our customers. We pride ourselves on providing a partner-led service for all our clients. There are also important rationales guiding this principle: a belief in accessibility and the need for responsiveness based on understanding the client’s business.

Steve Howe

As EY’s US Chairman and Americas Managing Partner, Steve Howe leads our Americas Area, which is made up of more than 70,000 people in 30 countries. He also leads the US and Americas Executive Committees, represents EY in regulatory relationships and is Executive Sponsor for EY’s focus on diversity and inclusiveness. Steve is also on EY’s Global Executive.

Previous Experience:

Steve has been with EY for 35 years. Prior to his current role, Steve served as Managing Partner of the Financial Services Office. He has served as audit partner for various global financial institution clients and senior advisory partner for many of EY’s largest clients.

Credentials & Community Activities:

Steve serves on the Board of Governors of the Center for Audit Quality, the Board of the Partnership for New York City, the Board of Trustees of Carnegie Hall and the Board of the Peterson Institute for International Economics. He previously served on the Board of Trustees of the Financial Accounting Foundation and the Board of Trustees of Colgate University.

Steve has been honored by the National Association of Corporate Directors (NACD) as a Directorship 100 honoree. Accounting Today named Steve among their “Top 100 Most Influential People”. He has been recognized as one of the top “100 CEO Leaders in STEM” by STEMconnector.

Steve was keynote speaker in 2017 when EY-US was named #1 by DiversityInc. He has also been recognized as a “diversity leader” by DiversityInc and honored with the John D. Kemp Leadership Award by USBLN for his commitment and leading disability inclusion practices. Steve is the 2016 recipient of the A. Leon Higginbotham Corporate Leadership Award.

Steve graduated from Colgate University with a BA in Mathematical Economics and from the Stern School at New York University with an MBA in Accounting and Finance.

Our purpose: committed to building a better working world.

At EY, we are committed to building a better working world — with increased trust and confidence in business, sustainable growth, development of talent in all its forms, and greater collaboration.

We want to build a better working world through our own actions and by engaging with like-minded organizations and individuals. This is our purpose — and why we exist as an organization.

Running through our organization is a strong sense of obligation to serve a number of different stakeholders who count on us to deliver quality and excellence in everything we do.

We want to use our global reach and scale to convene the conversation about the challenges facing economies and the capital markets.

When business works better, the world works better.